DELAGNES, LINDER & DUEY, LLP
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DELAGNES, LINDER & DUEY, LLP provided pay range
This range is provided by DELAGNES, LINDER & DUEY, LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$70,000.00/yr - $110,000.00/yr Direct message the job poster from DELAGNES, LINDER & DUEY, LLP Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco’s Financial District. We are seeking an experienced Paralegal for our Estates and Trusts practice group. This position’s job duties include trust administrations, court supervised administrations, and drafting estate plans. This position requires a willingness to learn, to work independently and expedite projects to completion as well as excellent organization and verbal skills. The ideal candidate will also perform Probate proceedings from commencement through final distribution. The successful candidate will thrive in a fast paced and high-volume environment, be highly organized and detail oriented, and be able to work independently. This is a full-time position and we seek candidates who are committed to the legal profession. JOB DUTIES Assist in the drafting of estate planning and trust administration documents Gathering asset transfer information, preparation of transfer documents, including but not limited to real estate conveyance documents, stocks and bonds, partnership and corporate interests Handle California probate court petitions and proceedings such as Heggstad petitions and proceedings County records research Maintain client files and prepare materials for client meetings Prepare and assemble federal estate tax returns and federal gift tax returns Calendar critical deadlines and meetings Business entity filings and maintenance in California and Delaware Preparation of business transaction agreements (buy-sell, independent contractor, release and settlement, leases, assignment of interest, promissory notes and deeds of trust) Preparation of real estate transaction agreements (purchase sale agreements, deeds, leases) Legal research JOB KNOWLEDGE, SKILLS AND ABILITIES Bachelors Degree and/or paralegal certificate, required 5+ years of experience in probate and trust administration, desired Tax preparation software experience is preferred Must have knowledge of the Probate Court process, including but not limited to Probate Code Sections 850 petitions, petitions to approve accountings and spousal property petitions Familiarity with Probate Code notice requirements and ability to manage calendar notice deadlines Manage trust and probate administration case matter and deadlines Determine beneficiaries and persons entitled to notice Ability to work independently and in a team environment Ability to handle multiple assignments efficiently and accurately Advanced proficiency with Office 365, Excel, Word and Adobe Working knowledge of the real property recordation procedures in San Francisco Bay Area counties Must be able to work in office 5 days a week Current Notary Public Commission, required Interested candidates should submit a cover letter and resume. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Legal Industries Legal Services Referrals increase your chances of interviewing at DELAGNES, LINDER & DUEY, LLP by 2x Inferred from the description for this job
Medical insurance 401(k) Get notified about new Paralegal jobs in
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This range is provided by DELAGNES, LINDER & DUEY, LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$70,000.00/yr - $110,000.00/yr Direct message the job poster from DELAGNES, LINDER & DUEY, LLP Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco’s Financial District. We are seeking an experienced Paralegal for our Estates and Trusts practice group. This position’s job duties include trust administrations, court supervised administrations, and drafting estate plans. This position requires a willingness to learn, to work independently and expedite projects to completion as well as excellent organization and verbal skills. The ideal candidate will also perform Probate proceedings from commencement through final distribution. The successful candidate will thrive in a fast paced and high-volume environment, be highly organized and detail oriented, and be able to work independently. This is a full-time position and we seek candidates who are committed to the legal profession. JOB DUTIES Assist in the drafting of estate planning and trust administration documents Gathering asset transfer information, preparation of transfer documents, including but not limited to real estate conveyance documents, stocks and bonds, partnership and corporate interests Handle California probate court petitions and proceedings such as Heggstad petitions and proceedings County records research Maintain client files and prepare materials for client meetings Prepare and assemble federal estate tax returns and federal gift tax returns Calendar critical deadlines and meetings Business entity filings and maintenance in California and Delaware Preparation of business transaction agreements (buy-sell, independent contractor, release and settlement, leases, assignment of interest, promissory notes and deeds of trust) Preparation of real estate transaction agreements (purchase sale agreements, deeds, leases) Legal research JOB KNOWLEDGE, SKILLS AND ABILITIES Bachelors Degree and/or paralegal certificate, required 5+ years of experience in probate and trust administration, desired Tax preparation software experience is preferred Must have knowledge of the Probate Court process, including but not limited to Probate Code Sections 850 petitions, petitions to approve accountings and spousal property petitions Familiarity with Probate Code notice requirements and ability to manage calendar notice deadlines Manage trust and probate administration case matter and deadlines Determine beneficiaries and persons entitled to notice Ability to work independently and in a team environment Ability to handle multiple assignments efficiently and accurately Advanced proficiency with Office 365, Excel, Word and Adobe Working knowledge of the real property recordation procedures in San Francisco Bay Area counties Must be able to work in office 5 days a week Current Notary Public Commission, required Interested candidates should submit a cover letter and resume. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Legal Industries Legal Services Referrals increase your chances of interviewing at DELAGNES, LINDER & DUEY, LLP by 2x Inferred from the description for this job
Medical insurance 401(k) Get notified about new Paralegal jobs in
San Francisco, CA . San Francisco, CA $65,000.00-$85,000.00 2 weeks ago San Francisco, CA $38.00-$45.00 2 weeks ago San Francisco, CA $72,700.00-$83,000.00 4 days ago San Francisco County, CA $115.00-$80,000.00 2 weeks ago San Francisco, CA $50,000.00-$60,000.00 21 hours ago San Mateo, CA $103,470.00-$126,750.00 1 week ago San Francisco, CA $35.50-$85.00 2 days ago San Francisco, CA $85,000.00-$133,750.00 2 weeks ago San Francisco County, CA $90,000.00-$120,000.00 3 weeks ago San Francisco, CA $50,000.00-$65,000.00 3 weeks ago San Mateo, CA $103,470.00-$126,750.00 1 week ago San Francisco County, CA $85,000.00-$110,000.00 4 weeks ago San Francisco, CA $43,000.00-$45,000.00 1 month ago San Francisco, CA $90,000.00-$118,000.00 2 weeks ago San Francisco, CA $95,000.00-$108,000.00 1 month ago San Francisco, CA $52,400.00-$112,000.00 5 days ago San Francisco, CA $90,000.00-$112,000.00 1 month ago San Francisco, CA $95,000.00-$125,000.00 3 months ago Intellectual Property Litigation Legal Assistant
San Francisco, CA $100,000.00-$115,000.00 3 months ago San Francisco, CA $25.20-$31.51 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr